Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

U-Haul Holding Co /NV/ Director's Dealing 2021

Jun 16, 2021

30617_dirs_2021-06-16_6a6343b0-44b9-4f6c-b7f1-f38aedfe1a8f.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: AMERCO /NV/ (UHAL)
CIK: 0000004457
Period of Report: 2021-06-15

Reporting Person: SHOEN MARK V (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2021-06-11 Common Stock G 1800 Disposed 15616 Direct
2021-06-15 Common Stock P 80000 $552.06 Acquired 8422849 Indirect
2021-06-15 Common Stock P 99 $539.69 Acquired 8422948 Indirect
2021-06-15 Common Stock P 1028 $538 Acquired 8423976 Indirect
2021-06-15 Common Stock P 683 $538.82 Acquired 8424659 Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Common Stock 4722.894 Indirect
Common Stock 10356 Indirect

Footnotes

F1: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.

F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4.

F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive.

F4: The reporting person is a trustee of the EJS-028 Trust (the "Trust"). Shares held by the Trust were inadvertently omitted from previous filings. The reporting person disclaims beneficial ownership of issuer common stock
held by the Trust except to the extent of his pecuniary interest therein.